IFA Administrator

IFA Administrator

Lincoln, Full Time, Permanent

Up to £28,000 + discretionary bonus + benefits

We have an exciting opportunity for a IFA Administrator to join a fantastic client in Lincoln on a full-time, permanent basis. With a salary of up to £28,000 per annum DOE, plus a discretionary bonus, this role is ideal for someone with a keen eye for detail and excellent administrative skills.

• Compliance with the Financial Services and Markets Act 2000 and relevant FCA rules, as well as regulatory requirements and company policies.
• Adhering to compliance, Consumer Duty, T&C, and financial crime procedures, including anti-money laundering, data security, anti-bribery, fraud, and corruption.
• Keeping up to date with relevant product, legislative, and technical changes.
• Preparing documents for client meetings, packaging suitability letters, maintaining client files in SharePoint, and handling scanning and printing.
• Processing new business both online and via paper applications.
• Processing letters of authorities, preparing valuations, and updating platforms and providers.
• Communicating with clients and providers via phone, email, post, and occasionally face-to-face.

• Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams
• Basic understanding of investments, pensions and protection
• The ability to learn and understand the firm’s record keeping requirements and compliance procedures
• Being self-motivated, efficient, thorough and forward thinking
• The ability to multi-task and manage several cases at once

• 25 days annual leave, increasing with length of service + birthday off
• Company pension
• Death in service
• Sick Pay
• Employee assistance plan
• Study leave
• Cycle to work scheme